Posts by Jonathan Musgrave
What Financial Advisors Need to Know about Apple iOS 14 and Facebook Ads
What Financial Advisors Need to Know about Apple iOS 14 and Facebook Ads It seems that about once per year the marketing community is sent into panic with the announcement of a new app feature or ad change. 2021 is no different, but instead of Facebook changing things, this time it’s Apple – the company…
Read MoreSteep Summit Stories Episode 2 with Traci Radmanovich
Summit Stories Episode 2 – Traci Radmanovich, Founder of PTFT Group The first time Traci did a webinar, it didn’t go great. Despite lots of registrations and attendees, she learned that converting leads to appointments with webinars was very different than with what she was used to with dinner seminars. Fast forward 3 months to…
Read MoreSteep Summit Stories Episode 1 with Bradley Geddes
Summit Stories Episode 1 – Bradley Geddes, Financial Planner at Decker Retirement Planning Summit Stories is an informal video podcast where we ask advisors from across the country about their business, marketing, and life. Each episode is a laid-back conversation with advisors in different markets across the country where we recount successes, failed attempts, and…
Read MoreAn Advisor’s Guide to the Best Webinar Equipment
An Advisor’s Guide to the Best Webinar Equipment Today, millions of Americans are scrambling to work and communicate virtually. Marketing is no exception, and we’ve launched brand-new live and on-demand webinar marketing services to help you connect with people stuck in their homes but in need of help. Whether you’re shooting video for your website,…
Read MoreThe 2020 Election & Facebook Marketing
The 2020 Election & Facebook Marketing Facebook was at the center of conversations related to the elections in 2016 when the Trump campaign used the Facebook ad platform with unprecedented success. Today, as we approach the 2020 elections, Financial Advisors (and everyone using digital advertising) are wondering what the impact might be on their advertising…
Read MoreWhat Every Financial Advisor Should Know About Facebook
What Every Financial Advisor Should Know About Facebook Did you know that your next client is more likely to find you on social media than any other way? Some advisors understand that social media should be a core part of their marketing, but many don’t know where to start. Still fewer have a specific plan…
Read MoreSteep’s Top 13 Books Every Financial Advisor Should Read
Steep’s Top 13 Books Every Financial Advisor Should Read We’ve nearly done it. Another year hurtling around the sun at 67,000 mph. No, really, I checked. That’s how fast the Earth is revolving around the sun right now. So, as we are set to begin another revolution around the sun, we put together the top…
Read MoreLifecycle Marketing
Lifecycle Marketing Do you know the #1 reason people choose you to be their financial advisor after their seminar is?Is it how sharp you dressed? How polished your presentation was? How nice the room was that you met them in? Nope – The #1 reasons people make the decision to choose a new financial advisor…
Read MoreConverting Attendees to Appointments
Converting Attendees to Appointments Running 200+ campaigns/month we hear a lot of feedback about what’s working and what isn’t. We’re no strangers to the fact that hosting a seminar is only a piece of the puzzle and making appointments can make or break a campaign. Steep is based in Denver, Colorado, which is one of…
Read MoreTransparency in Digital Marketing
Transparency in Digital Marketing We’ve all heard people refer to our point in time as “the information age.” It’s true, our generation has unprecedented access to information. Researchers estimate that between television, radio, the internet, email and social media the average person digests the equivalent of 174 newspapers worth of information EVERY DAY (source). Even…
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